Who is this for? #

A helper who received a Welcome Email from a director inviting them to join a Presto Assistant organization.

Detailed steps #

  1. In the Welcome Email, press the "Get Started" button.

Welcome email highlighting the Get Started button.

Press the Get Started button in the Welcome Email
  1. Choose how you want to sign in:

Tip

Make sure you see Helper at the top of the form (highlighted in green in the images below).

Option A: Sign up with Google or Microsoft (Recommended)

Press the button labeled "Sign up with Google" or "Sign up with Microsoft". Follow the prompts to sign in with your the third-party account.

Option B: Use email and password

Add your email address and a strong password, then press the "Create User Profile" button.

Create profile form.

Create profile page showing Google, Microsoft, and username/password options

By creating your account, you agree to Presto Assistant's Privacy Policy and Terms of Service.

  1. Verify your email, following the steps in this article.

  2. In the Member Info step:

Press the "Claim" button and skip to the next step.

Member Info page highlighting the claim button.

Press the Claim button

If you used a different email address from where you received the Welcome Email, you will need to enter the Member Claim Code from the Welcome Email:

  • Press the purple Member Claim Code button.
  • Enter the Member Claim Code from the Welcome Email and your email address.
  • Confirm the data is correct and press the "Yes, Claim" button.
  1. All done! Your helper dashboard should show you know which parts of Presto Assistant you can access.

View of the helper dashboard.

Start using Presto Assistant!

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